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Touchstone Small Company Fund Class Y: (MF: SIGWX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$7.20 USD
+0.05 (0.70%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.57 | 26 |
| 3 months | 8.04 | 11 |
| 6 months | 10.18 | 21 |
| 1 Year | 20.42 | 22 |
| 3 Year | 4.65 | 29 |
| 5 Year | 12.59 | 16 |
| 10 Year | 10.20 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.74 |
| Bull Market (2/09 - 3/21) | 690.62 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.65 |
| 5 Year | 9.71 |
| 10 Year | 9.02 |
| Since Inception | 8.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.59 | -1.91 | NA | NA |
| 2023 | 2.88 | 3.85 | -2.86 | 11.98 |
| 2022 | -6.93 | -15.55 | -1.53 | 10.57 |
| 2021 | 13.33 | 4.34 | -0.80 | 5.44 |
| 2020 | -30.65 | 22.10 | 2.87 | 35.31 |
| 2019 | 14.44 | 0.37 | -3.00 | 9.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.57 | 16.22 | -14.44 | 23.68 | 17.86 | 21.62 | -8.19 | 17.55 | 19.61 | -1.34 | 6.98 |
| % Total Return Rel to Index | -6.96 | -10.02 | 3.76 | -4.99 | -0.53 | -9.86 | -3.80 | -4.23 | 7.68 | -2.72 | -6.66 |
| % Total Return Rel to Peer | 2.01 | 0.14 | 5.07 | 4.37 | -1.13 | -3.80 | 2.57 | 1.96 | 3.66 | 3.38 | 4.30 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 3.00 | 3.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.22 |
| Capital Gains ($) | 0.00 | 0.01 | 0.12 | 1.14 | 0.01 | 0.28 | 0.62 | 0.47 | 0.42 | 0.93 | 1.85 |
| Expense Ratio | 0.90 | 0.90 | 0.91 | 0.91 | 0.89 | 0.87 | 0.84 | 0.85 | 0.89 | 0.87 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%